Some Dropbox products offer trial subscriptions. When a reseller orders a trial subscription, it is created by default with the minimum available quantity. To upgrade the Dropbox trial to a paid subscription, the trial subscription should be either expired or inactive and inside the first seven (7) days of the suspension window to be upgraded to a paid plan. If the trial subscription has passed this period or it is “Canceled“, the system cannot proceed with the upgrade action.

When a BSS user clicks on the Upgrade Trial to Paid button from the Shortcuts menu, for an expired Dropbox subscription, the action is initiated, and the trial subscription will be converted to a paid active subscription with a new billing cycle, where the Start Date will be the date of the upgrade.

Trial to Paid - Allowed Quantity

A Dropbox trial subscription can only be created with quantity=1. Due to synchronization limitations with Dropbox, during the Upgrade Trial to Paid action, the BSS user should always choose a quantity ≥ 3 (for Non-EDU products) or quantity ≥ 300 (for EDU products) because the quantity of the paid subscription can not be less than 3 or 300, respectively, depending on the SKU nature (Non-EDU or EDU).

Trial subscriptions which can be upgraded to paid are only supported for the following advanced edition products:

• Dropbox Advanced Edition 5TB/license, Monthly Commitment - Monthly Billed

• Dropbox Advanced Edition 5TB/license, Annual Commitment - Annually Billed

DropBox Sign Trials

Trial subscriptions are only supported for the following Dropbox Sign products:

• Dropbox Sign Standard, Monthly Commitment - Monthly billed

• Dropbox Sign Standard, Annual Commitment - Annually billed

• Dropbox Sign Premium, Monthly Commitment - Monthly billed

• Dropbox Sign Premium, Annual Commitment - Annually billed

For trials, the same minimum quantities apply as for the paid plans; 2 for Standard plans and 5 for Premium.

Additional Trial-Upgrade Methods (workaround)

There are two more upgrade methods that you might wish to utilize for users with a trial Dropbox subscription. The first one is to create a new Dropbox subscription after the trial expiration, and the second is to convert a trial to a paid plan with a different Dropbox product than that of the trial plan. However, since the following two upgrade methods are not currently possible, you can follow the workaround analyzed below to achieve similar results.

Instead of creating a new Dropbox subscription after the expiration of a trial one, a BSS user can “Upgrade Trial to Paid” the existing/expired trial subscription by selecting other available upgrade paths. Similarly, a BSS user can also upgrade to a different Dropbox product.

Restoring “Dropbox External ID” From an Expired Trial Subscription to a New Base Product Order During Checkout

After the release of version 3.28.148, a new feature is available to our customers who have an expired trial Dropbox Base subscription (non-Sign) and are placing a new order for a Dropbox Base product, via both the BSS and Storefront portals. This feature ensures that users can re-utilize the “Dropbox external ID” (also known as “teamID”) of the channel and Dropbox account that was previously associated with the expired trial subscription, to a newly created and executed Base product order, within 7 days of the cancelation. This also means that from the release 3.28.148 and onwards, for every change that an active Dropbox Base subscription experiences, the Dropbox external ID (teamID) will be stored in our platform for the aforementioned (restoration) feature to be functional.

How the Restoration of the “Dropbox external ID” Functions

The same principles governing the canceled Dropbox Base subscriptions are applied when ordering a new Dropbox Base (non-Sign) subscription following the cancellation of an expired trial. Specifically, when a Dropbox Base (non-Sign) trial subscription expires, the user needs to cancel it first before ordering a new Dropbox subscription to be able to reuse the Dropbox external ID (teamID).

When a user fully cancels a Dropbox Base trial subscription, and it is within 7 days of the cancellation, the Dropbox external ID associated with the canceled trial subscription will be temporarily suspended and not deleted. It will also be stored on our platform. During this 7-day window, our system will attempt to reuse the stored Dropbox external ID of the canceled Dropbox Base trial subscription for a new Dropbox Base subscription that is created for the existing Dropbox account. If a team ID is found, the service manager will reuse that stored Dropbox external ID for the new Dropbox Base subscription. Otherwise, it will create a new one.

• However, if the 7-day window elapses, the temporary suspension expires and the stored Dropbox external ID of the specific channel is lost from the account. Therefore, in any new Dropbox Base trial subscription, created either inside the 7-day window (of a canceled Base trial subscription) or not, three main outcomes occur during the execution of the order and the synchronization of the Dropbox base service:

  • A “Dropbox external ID” for that account is found and is utilized, within the 7-day window. Then the synchronization succeeds and the service is provisioned.

  • A “Dropbox external ID” is not found but a new one is created automatically since the customer might be a new customer placing an order for the first time.

  • If the synchronization fails with Dropbox, the following two error messages (from Dropbox) can appear:

    • “Reseller Cannot Access This Team” → This error occurs due to team deletion or migration outside the BSS environment. It indicates that the team ID has expired or been deleted in Dropbox.

    • “User is Already on Another Team” → The provided email address is associated with a user that is already a member or invited to another team.

In such cases of synchronization errors, due to the Dropbox external ID (teamID), the users can only retrieve it and reuse it by contacting Dropbox Operations. This is performed outside of our platform.